Complex Business Coordinator (Houston, TX)
Core
Supports execution of strategic plans to monitor expenses, facilitate revenue growth, and improve productivity for a financial services branch or complex.
Role type
Business Operations Coordinator
Builds
Client/prospect experience, branch-home office workflow, and new business opportunities
Domain
Financial Services
Required skills
Strategic planning, expense monitoring, revenue growth facilitation, client account research, project coordination, practice management tools, compliance practices, team member education, prospect database management, payout analysis, transition process coordination, product sales partnership
Preferred skills
Networking, relationship management, consulting
Technologies
Practice management tools, reporting tools, compliance systems
Responsibilities
Monitor and control expenses, facilitate revenue growth, coordinate branch-home office workflow, research and resolve client account problems, plan special events, maintain expertise in practice management tools, assist with team continuing education, maintain relationships with business partners, provide consultation on the platform, maintain prospect database, prepare payout analyses, coordinate transition processes for new affiliates, partner with home office on product sales
Seniority
Mid-level, hands-on IC